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We continue the sometimes joyful and sometimes painful path to try to be better human beings - this is only possible because we can rise above logic, that we find the wonder and hope, the language and words to inspire us and keep us going. Thanks for visiting.

Monday, November 13, 2006

Putting the Patient in the Picture

I've been writing for CRMGuru since 1998 when it was called CRMTalk, a wonderful community emerged out of that interchange and grew into the Guru thing. My involvement with CRMGuru has been very valuable in teaching me to write and communicate better. This article just came out today - I had interviewed Joel Berman right after he was the star of the Health Information Management Systems Society Conference 2006 in San Diego. He showed us all what was possible in medicine when technology is applied right. I felt the lessons shown there deserved a wider audience outside of the healthcare world and wrote about it for CRMGuru. The full article is posted below. Many thanks to Gwynne Young Managing Editor at CRMGuru.com for great work in slimming it down while bulking up the muscle in content and value. I hope you'll agree! If you do, or if you don't - let me know! It's you I write for!


Nov. 13, 2006
Advances in Customer Management in Health Put the Patient in the Picture


By Mei Lin Fung, www.CIEInstitute.com

Mary Howard (not her real name), 75 years old, went to see her doctor, Joel Berman, M.D. Howard had a case of the shingles, and Berman offered the standard treatment, antiviral and steroid medicines. As Berman related to me in February 2006, after his presentation at the Healthcare Information Management and Systems Society Conference in San Diego, California, his patient then told him, "I had a very bad reaction to the steroid last time. I couldn't sleep, and it made me very nervous. How important is it?"

Together, they looked it up on the computer. Through instant, side-by-side use of information technology, Berman reinforced patient responsibility for her health. He supported Howard, and together after considering several with their differing effects, chose a medicine that did not include steroids. With a sense of control over her destiny, Howard took the prescribed course of treatment, and the shingles subsided without the nervousness surfacing even once.

Together, doctor and patient are using IT to achieve her well-being to the best of their joint knowledge.

Berman, the doctor in this case, is a leading pioneer in the enlightened use of electronic health records in health service delivery. He practices at Capital Region Healthcare, which serves 125,000 people living around Concord, New Hampshire.

We're entering a new era of health, with more and more medical practitioners adopting the use of electronic health records, under a timeline mandated by the U.S. Health and Human Services Department. Although there is no deadline, the agency is indicating that Medicare payments will be linked to conversion to an electronic system.

A sea of forms
Before fall of 2000, when his office moved to Electronic Medical Records to maintain digital records for the history of patients' visits, vital signs records, medications, immunizations and laboratory reports, Berman told me he "was drowning in a paper world."

"In 1998-'99, I couldn't find charts. X-rays [were] misfiled. I had to come in early every day just to find the charts and proper paperwork for the patients I was scheduled to meet that day," he said.

The most sophisticated EMRs even track the health outcomes and the evidence for decisions made.


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‘Berman told me he 'was drowning in a paper world.'’

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Capital Region Healthcare gradually built 700 electronic forms on seven different servers that had no enterprise-wide coordination and were often duplicative and inefficient. In 2003, Berman's office first began to cull and consolidate the forms, to create a limited number of standardized "smart forms" with built-in decision support.

Berman became a champion of using technology to accelerate patient health improvement and simultaneously improve the well-being of doctors and nurses. In the process, he learned the value of capturing data in a structured way. As he said, "The real power is in its application as a database. ... You can't just put it in as text. We must put it in the right field, so that later one can find [for instance] what percentage of diabetics have foot problems."

What Berman found is that the EMR application offered prompts and reports to doctors that supported the doctor-patient relationship. Data was input in a manner that increased the importance of the doctor-patient relationship. The vision of health service delivery extended well beyond EMR, vitally incorporating key measures of patient health improvement.

Berman worked with Capital Region to re-design the EMR to organize the prompts so that they supported, rather than interfered with, the doctor-patient relationship. It was only after the other doctors could see that IT was helping them that they put effort into inputting data, which, being structured, could later be analyzed to help tie outcomes to patterns of intervention.

Berman has shown that EMR can be patient-centric and can support health practitioners like himself who say, in Berman's words, that "the real art of medicine is in the conversations we have with our patients" (from Silo Practice to Collaborative Care, a slide show by Joel Berman, available at http://www.emr.msu.edu/Documents/chug_2005_fall/pdf/berman_silo_practice_to_collab_care.pdf).

Berman's presentation at that 2006 Healthcare Information Management and Systems Society Conference was a revelation to the large crowd who came to hear it. Afterward, the questions from listeners were full of praise and intent on understanding how he had pulled off the incredible task of having the physicians lead the way back to patient-centered healthcare.

Representatives from Medicare indicated interest in collaborating to spread the success of his approach more widely.

Common metrics
The group practice agreed on common metrics for all physicians, which Berman said really motivated people when colleagues found others doing a better job than them. The EMR was not just a repository; 60 physicians and nurse practitioners were measured by it and responsible for the quality of data to maintain integrity of the database. Those healthcare professionals had to, in Berman's words, "learn the proper ways to enter data into the EMR." As he said, "No one wants a bad report."

It was Berman's key insight to tie the EMR implementation to the national Diabetes Physician Recognition Program (DPRP). The connection was critical to the success of the implementation. The goal was to improve patient health and improved doctor and nurse well-being. EMR was just one of the tools to achieve that goal. Data from the EMR enabled practitioners to have a feedback loop tying outcomes to actions, which, in turn, lead to a series of corrective steps, resulting in accelerating health improvements in patients.

The strategy resulted, in the roughly two years between November 2003 and September 2005, in steep improvements in nine of the 10 metrics of DPRP. Capital Region was able to pull ahead of other physician groups in providing high quality care that supported patient responsibility for their health.

Capital Region was recognized by Diabetes Physician Recognition Program as providing higher quality care than other physician groups. That recognition meant that more doctors referred their patients to Capital Region. Not content with winning kudos in diabetes care, Capital Region is now going after recognition in the cardiac area. In February 2005, Berman's group adopted the NCQA's Heart Stroke Recognition Program as the next enterprise-wide quality initiative.

Capital Region is not alone. Information technology is improving doctor-patient relationships—and patient health.

The Department of Veterans' Affairs, for instance, is adopting a new computer program to help patients make more informed decisions about their care. The Electronic Support for Patient Decisions initiative uses customized software to provide patients with information about treatment options and standardized procedures among clinicians. The program takes physicians through the informed consent process step by step, displays educational materials about risks and benefits of procedures, generates and stores consent forms, and imports information from patient records.

It is clear that IT is leading to a new relationship between doctors and their patients in becoming partners in managing the health of the patient and improving healthcare and healthcare costs.

Technology has, Berman said, "profoundly altered the nature of my relationship with my patients in a good way. It's changed my role from know-it-all authority figure to one in which I'm a collaborator with my patients, an advisor, a coach and a guide."




Mei Lin Fung is Chief Architect of www.CIEinstitute.com, the Customer Innovation Excellence Institute, and director of www.TalkTimeAsia.com She is an expert on Customer Lifetime Value. Her focus is in creating high value and earning customer trust through highly valued customer experiences. She was an early pioneer in CRM, working with both Tom Siebel and Marc Benioff at the start of the industry. She was managing director at Wainscott Ventures, a venture capital firm with offices in New York, Washington, D.C., and the Silicon Valley. In April 2005, Fung was appointed as overseas consultant to the Contact Center and CRM Committee of the Ministry of Information Industry in China. With Lee Pui Mun Ph.D in Singapore Institute of Management, Baumin Lee, Ph.D at 95Teleweb, Beijing and Casey McNeal Ph.D., at The CIE Institute, Fung is developing Customer Innovation Excellence Certification standards and curriculum in conjunction with Oklahoma State University.




Copyright 1998-2006 CustomerThink Corporation and CRMGuru.com. All Rights Reserved.

Reprinting CRMGuru articles is generally permitted, provided you follow the CRMGuru Reprint Guidelines.

Sunday, November 05, 2006

Our Greatest Fear

I attended an event on Wednesday Nov 2, organized by WCAN (We Can) Women of Color Action Network, invited by Linda Parker Pennington who was moderating a panel which included Ted Marsh - a wise man who I was very pleased to meet!

He has his own 14 levels of relationships and we look forward to seeing how we might collaborate.


He shared a poem with us - which I thought was wonderful and so I'm sharing it with you

Our Greatest Fear
by Marianne Williamson from her book “A Return to Love”
Reflections on the Principles of A Course in Miracles


Our greatest fear is not that we are inadequate,
but that we are powerful beyond measure.
It is our light, not our darkness, that frightens us.
We ask ourselves, Who am I to be brilliant,
gorgeous, handsome, talented and fabulous?

Actually, who are you not to be?
You are a child of God.

Your playing small does not serve the world.
There is nothing enlightened about shrinking
so that other people won’t feel insecure around you.

We were born to make manifest the glory of God within us.
It is not just in some; it is in everyone.

And, as we let our own light shine, we consciously give
other people permission to do the same.
As we are liberated from our fear,
our presence automatically liberates others.



Do not commit the sin of omission: Let your own light shine!

May I let my own light shine!

Friday, September 22, 2006

the Undiluted Voice of the Customer

Businesses are spending their money on "the voice of the customer", trying to hear what it is their customers want.

But do they want to hear it?

Not really because it can expose their phony practices being deployed in expensive marketing and sales campaigns.

Look at the recent article on the link above: Distorted medical testing

"The results from all the (medical) tests GAO purchased mislead consumers by making predictions that are medically unproven and so ambiguous that they do not provide meaningful information to consumers," says the report, without naming the sites. The tests range in price up to $400. Some companies also offer personalized prescription treatment plans costing nearly $2 grand along with the tests.

The lab test business is booming (especially for diabetes), and one of the likely factors is Big Pharma's megaspending on drug advertising. The bottom line is, talk anything over with your doctor first, and if you're trying to educate yourself, use sites like the AACC's Lab Tests Online, one of the first signatories to WebWatch's credibility campaign."

WebWatch is Consumer reports "unsponsored blog" and its one of the channels for the Undiluted voice of the customer that is publicized by Consumer reports, published by the US consumer union, evaluating products, services and websites from the point of view of the consumer.

Webwatch has great stuff that is valuable to those businesses who want to hear the real voice of the customer, who are looking to truly satisfy customers, to attract and keep them. In an area of interest to all us Internet users, Consumer Reports' State of the Net 2006 tells us: "The risks associated with using the Internet remain high." After a national survey and follow up investigation by the Consumer Reports National Research Center the worse offenders are:

SPAM - Just as bad as last year! With 50% of those surveyed experienced high levels of spam


Viruses - no better, just as hazardous and just as many problems even though fewer hit the news. 25% experienced a major problem and incurred average $109 in damage/fix costs. Estimated national cost of virus: $5.2 billion


Spyware - fewer incidents, still epidemic. One million households replaced their computers in the last 6 months because of this. 12.5% encountered the problem and spent $100 to fix, for a total national spyware damage cost of $2.6 billion


phishing - no reduction in frequency, cost increased 5 times. 1 in 115 lost money from an account that had been "phished" at an average cost of $850, totalling
$630 million in the US.


I ask myself why aren't businesses tapping more into the undiluted voice of the customer? Why spend money when Consumer Reports gives it to you for $26.00 a year.

Then the lame excuses (or answers) flow....

* Most businesses sell to other businesses, so "its not about my products or services"

my response: If you know what your customers' customers want, then you can sell better to your customers!

* We don't look at our products/services that way

my response: yep, that's why you have to pay for "voice of the customer" research so that you can be gently coaxed by therapists disguised as consultants to do what you should be doing "looking at your products and services from the point of view of the customer"

* Our management bonuses and MBO's are not based on Consumer reports ratings.

Don't you think business management Management objectives, Key Performance Indicators and bonuses SHOULD be based on customer ratings of the product and services? And if they are not, think about how that happens. Compensation games that distort rewards for true competence.


Too many KPI's and MBO's are set as part of the "compensation game" where the employee proposes (to their manager) as low as possible targets that are as reachable as possible in order to win the bonuses and promotions. And managers commit the sin of omission, mostly due to not being trained in how to set performance goals, and just accept what the employee proposes, because "they know their business best".

We have a great responsibility to competently set management performance indicators.

And we are failing today.

This is evident up through the CEO and Board levels, think of the Sarbanes Oxley law.

Do you know if your performance indicators will cause customers to trust you to perform competently and with integrity?

You should, because those are the factors that lead to customer retention and advocacy (fancy word for telling friends and colleagues).

Beware of the Voice of the Customer that has been subject to "Management Spin".

Look always for the Undiluted Voice of the Customer.

Thursday, August 24, 2006

Gen X and Gen Y : To Be What I Can Be

When I first moved to the US back in 1982 before you (many of you anyway) were born, I really missed the newspapers back in Australia where I'd lived. The main reason was the lack of international news. The Boston Globe was illuminating about the US, but what about the rest of the world?

Somehow I got steered to the Christian Science Monitor and we've taken it ever since - wow, 24 years! They have great international coverage and a wonderful humanist way of looking at the world, that keep me connected to the values of community and family. I am not a Christian Scientist, but I really appreciate the good work they are doing in putting out a quality newspaper in an age of Dross. The CS Monitor and the NY Times are the 2 dailies we get. I love opening a crisp new paper in the morning.

Yesterday, Wednesday August 23, I read an opinion piece by Traci Fenton, CEO of WorldBlu Inc, a business design studio by their own description who specializes in organizational democracy. The blog link above takes you to the full article, but I'd like to highlight the insights that particularly resonated.

Did you know for example that the latest Megatrends 2010 book by Patricia Aburdene says that the search for meaning is the Number 1 Megatrend?

Well those of you living lives of quiet desperation, maybe you are not alone.

Imagine, there actually are many many many people looking to have their lives "be an expression of their sense of purpose and identity". And more and more being born every day. Gen X and Gen Y have inherited a world which might as well be run by machines, our human-ness is so little taken into account, that the search for meaning has become paramount.

And these Gen X and Gen Y they are our customers.

And the Gen X and Gen Y are inside companies working to attract and retain customers.

We can't service and "sell" to them in ways that do not reflect their priorities.

Traci Fenton described some characteristics of organizations which would reflect the priorities of Gen X and Gen Y. How would such organizations go about attracting and retaining customers? Would you prefer to buy from one of these or not?

What do you think of this list of 10? A riff on Traci's

1. Get Naked - Open Transparent, Authentic
2. Dialogue and Collaborate - Not monologue and dysfunction
3. Everyone is a Somebody - No one is a grunting nobody
4. Purpose-filled organizations - That people are proud to belong to
5. Constructive Confrontation - People can bring up business issues they disagree about. You can agree to disagree. But once decision is made, everyone supports it.
6. Not a Cog - People are recognized for what they can be, what they can contribute
7. Choices Abound - Dictators Not allowed.
8. Freedom takes discipline. Integrity R Us. Modeled from the top and the bottom.
9. It's about Me: What I can be, how I can improve, how I can contribute to the organization adn community
10. Its an amoeba - not a pyramid, operating from rules that respect individuals and effective action.


Given this, how can we prepare ourselves to work in the kinds of organizations that are emerging? To attract and nurture customers who will stay with us, when the customers are looking for very different things from earlier generations?

Well, I've been pondering this, and here's the first experimental workshop we've come up with.

To Be What I Can Be by Shelley Mitchell that is planned for Singapore and San Francisco in the remainder of the year.


“To Be What I Can Be”

A Master Class for Non-Actors by Shelley Mitchell www.shelleymitchell.org


to be nobody but yourself
in a world which is doing its best
night and day to make you like everybody else,
means to fight the hardest battle
that any human being can fight
and to never stop fighting
e.e. cummings



Public speaking, the act of one human being speaking in front of others, has been practiced throughout the 40,000 years of humans living in groups. For 39,500 of those years, speaking has been in about understanding the meaning of our lives, for healing, for ritual, for assisting with the passages of life, from child to adolescent to adult to parent to community participant to elder.

Acting as pure entertainment is only 500 years old. Before that, acting, public speaking was done in religious contexts and agricultural and hunting rituals. Acting only in relation to banishing boredom and emptiness is new. In the past, its been about searching for meaning in human life.

This master class will expose you to the ancient pursuit by actors and public speakers to stand up and do something meaningful and mutually beneficial. Why should it matter to you?

In today’s industrialized world we all suffer from media pollution, over-exposure to bad acting and bad speaking. Lee Strasberg, artistic director of the Actors Studio, has spoken out in his 1970s Encyclopedia Britanica article on Acting, against the utterly artificial tones of the early radio and tv broadcasters. Through public media, now people unconsciously imitate this sound to seem ‘super’ efficient in their daily lives on and the telephone because they have learned a speech pattern created by bad acting!

To be what you can be, you must learn to communicate from yourself. To do what real actors do.

There’s a sweet spot to aim for: A combination of moment-to-moment presence and one’s self.

Being attentive to the present moment and what is happening around you,

Being in touch with yourself , which supplies the big idea, the force of what it is that you are communicating in that moment.

Only 8 % is communicated by the words you say. The rest is in body language and the tone of your voice. Imagine if the words you speak have nothing to say, after all its only 8% of the message. By working from the inside-out Actors learn to harmoniously send the message with everything they do, how they move, the sound of their voice, where their eyes look from one moment to the next, the set of their chin, the tilt of the head is all intuitively informed when they accept what ‘is’ in the moment and in themself.

We must wake to our own lives, before we can act.

Just like a runner eats the right food to run,
Take time to learn and understand the stuff that feeds our souls
So that we can communicate.

This master class specially designed for non-actors will give you the headstart to

Be What You Can Be.



Shelley has been working her whole life to contribute this master class to the world.

About Shelley:

Shelley Mitchell who trained for 4 years under Lee Strasberg at the Actors Studio in New York City. In the US if you have watched the television program 'Inside the Actors Studio' you are probably familiar with the techniques associated with Method Acting and the way in which professional actors talk about their craft: a synthesis of mind, body, emotions and spirit.

The 'Method' originated around 1900 with techniques pioneered by Russian actor/director Constantine Stanislavsky. It was subsequently developed in America in the Group Theater of the 1930's and at the Actors Studio, both under the direction of Lee Strasberg, one of the most influential acting teachers of the 20th century.

The impact of Stanislavsky, Method Acting, Strasberg, Stella Adler, Sanford Meisner, the Actors Studio, Ute Hagen or whatever else you want to call it, in YOUR life is enormous...even if you don't know it! Why? Because for the last 60 years every serious actor or actress in the film industry has been aspiring towards the standard set by Brando, James Dean, Al Pacino, Robert DeNiro and Marilyn Monroe icons of 'Method Acting' and the Actors Studio.

Who are some actors who've taken a shine to 'Method' acting'?-

Angelina Jolie Charleze Theron
Al Pacino Sally Field
Johnny Depp Sean Penn
Marilyn Monroe James Dean
Marlon Brando Anthony Hopkins
Jude Law Sienna Miller
Dustin Hoffman Joan Chen

Shelley's work is very definite, very sound, very detailed... -LEE STRASBERG

"My studies with Shelley have been life-changing -- not to change anything about me, but to discover and embrace the essence of who I am as an individual. While the deeper connection with my self has freed me to be creative on stage, it has as much been so positive in my personal and business relationships."

Rex Ishibashi, major consultant to many startups in the San Francisco Bay Area

Tuesday, July 11, 2006

Relationships keep us Honest - The Seven Levels of Relationship

Last week I read a book about personal relationships - I was intrigued by the title "Seven Levels of Intimacy" by Matthew Kelly, published by Beacon Publishing.

I had expected to see similarities and analogies, in fact, picked up the book hoping to get a fresh perspective on customer connections.

Still I was surprised about how much there is in common between personal relationships and business relationships. The title of this post is a quote from the book. Basically, the story about relationships is that relationships are about stories about people. Over time, our stories might change as our perspectives and priorities change. But our relationships with people who knew us in the past mean that they know the stories of our past, and as we evolve, the people we knew, help to keep us honest, keep our stories straight even for ourselves.


So with due acknowledgement to Matthew Kelly's classification, here's a postulation of the Seven Levels of Customer Relationship

Level 1 - The Encounter

For a business, this is "Customer Acquisition" and involves welcoming and engaging the interest of a prospective customer

For a customer, this stage is "First Impression" and involves working out whether or not to spend time to get to know the business, finding out whether the business can or cannot provide something of value

Level 1 is characterized by predictable behaviour on the part of both the business and customer, a series of transactions that may or may not be the beginning of a relationship

Level 2 - An Exchange of Facts

The business tries to find out if the customer is really serious about buying something they have to offer, if the customer has a need that the business can fulfil.

The customer tries to find out if the business can fulfil a current need

Level 2 encompasses the exchange of facts that determine whether or not both parties decide to move to the next level of relationship, the exchange of facts beyond the concrete parameters "I can deliver this by..." "I will need it delivered by.."

It is at this level that the words used by each party are very important as an indication of whether or not there is enough common ground, enough common perspective to move to a higher level of communication, to reveal information that will help make a deal.


Level 3 - Exchange of Opinions

The business starts to go beyond sharing factual capabilities, but begins to describe "why we are in business, why we would make a good partner"

The customer expands on what they need beyond the delivery of the goods or services - what the selection criteria might be that goes beyond the first transaction

At Level 3, both parties are starting to invest more of themselves in the exchange. The information shared at this stage is generally not freely shared at the beginning of the relationship, a degree of trust has been built up that both parties believe the other is likely to be receptive and react positively to the exchange of opinions at this stage.

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Relationships only go up to the next level if both parties are ready and willing. Sometimes they fall back a level or two, if the expectations of one or both parties are not met at the higher level. It is possible to recover a fallen relationship after time has passed, whether this happens or not, depends on how important the relationship is to party who makes the first move to recovery.
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Level 4 - The "We have a dream" stage....The stage of Common Purpose

When two parties come together, its because both parties get value out of having the relationship. The business gets the opportunity to get paid more than it cost to product the good or service. The customer gets the opportunity to gain more value than the price paid.

At Level 4, a sense of common purpose is achieved where both parties see that each benefits from the relationship, and the opportunity to transact will bring concrete benefits to both the business and the customer.

The "We have a dream" stage usually also involves "Delayed Gratification", the first few transactions are usually less valuable than the ones in the future.

Both sides invest in the initial transactions knowing that the payoff to the relationship comes over time, as each learn more about the other, and build a sense of shared purpose. The relationship begins to shift from adversarial to collaborative. Its not just about Win/Lose on Price anymore, but Win/Win becomes more important as the relationship bears richer fruit over time. The business and the customer help each other out in ways that would not have been possible at the beginning of the relationship.


Level 5 - The stage of Innovation, of taking Risks together

The relationship can expand to provide more value to both parties, mutual innovation, mutual learning provides gains that were not possible before.

The customer begins to depend on the business - this only happens as trust deepens

The business begins to depend on the customer - to grow the business, to expand in new ways

At this stage, Listening Carefully and Clearly are Critical skills for both sides.

Avoid the Dialogue of the Deaf!


Level 6 - The Honest Authentic Stage or the "I need help" stage

The business and customer have reached a stage of trust and acceptance of each other as dependable, trusted partners who will take risks for each other. Only then, are they able to move to the next stage of actually being ready to confess "I need help" or be willing to willingly admit fault and error knowing that the relationship is strong enough to be fully authentic with each other.


Level 7 - The Stage of "The Best Possible Version"

At this stage, both the business and the customer wish for and want the best possible version of each other. Both seek to help the other fulfil their potential, because both benefit from this fulfilment.

In CRM, people have called this, from the business perspective: Customer Asset Portfolio Management, where the business tries to maximize the customers considered as assets to the enterprise.

From the customer perspective, this has never (to my knowledge) been described, but you could call it "Supplier Asset Portfolio Management" - which is for a customer to manage the set of businesses that the customer depends on, so that each supplier provides the best possible set of services for the customer.

When a supplier knows that the customer wishes for the supplier to be the best possible supplier, they are more likely to fulfil that expectation.

When a customer knows that the supplier wants to provide services that will help the customer be the best possible version of the customer, then the whole game has shifted away from a Zero Sum game (I win, you lose) to a Positive Sum game (You win, I win) which expands the value for both sides.


What do you think? Does this describe levels of business relationships or not?

Wednesday, June 21, 2006

Persistence, Art and Happiness

One day, my husband and daughter were coming up the stairs to our front door.

She asked him "Are you happy Baba?"

He thought hmmmm why is she asking me this (she was 4 years old at the time).... but he answered...... "yes, I suppose I'm happy."

Ross, my husband is not one to make unequivocal statements.

So she said "Great! I'm happy too! Its a happy day!" and bounded up the stairs to tell me "Mama Mama, its a happy day, we're all happy!"

That was such a wonderful episode, I hope you can have one too like that.

What prompted her?

Well, if the truth be told, she got so much candy at Halloween that year, that she got to eat it one piece at a time, one day at a time. It lasted till the next Halloween, and we still had some left, that's how much candy she collected that year.

So I had said to her "If its a happy day, you can have two pieces of candy."

She is the daughter of parents who met at college in the first day of our Philosphical Logic class, both graduates with honors in Maths, therefore she is both logical and pragmatic, so she asked

"How do I know its a happy day?"

I said "If you, Baba and I are all happy, then its a happy day."

You don't have to use candy,.... but its really something wonderful to have your child ask you if you are happy.

We have never forgotten it.

So click on the link above and find out more about bringing happiness into your life.

ABOUT PERSISTENCE - JUST DO IT!

I have the following posted on the wall behind my desk, on the right of the framed poem Üpon this Gifted Age - see the June 11 2006 blogpost - and to the left of my monitor screen.

Developing Persistence

- finish a project ahead of time

- Notice your thoughts about stopping a task, and make a conscious effort to dismiss them. Focus on the task at hand.

- Find a system that works and actually use it. Begin using a time management aid of some sort (daily planner, pda)

- Set a goal and create a plan for sticking to it

- When you wake up int he morning, make a list of things that you want to get done that day that could be put off until the next day. Make sure to get them done that day.

These exercises were developed by Jonathan Haidt at the University of Virginia for working on Persistence, they are part of a longer list in an experiment he conducted to see what happened when people could choose to work on their weaknesses or strengths. You can read about the experiment (but I warn that you will enjoy it more if you are an engineer or statistician) in a paper entitled "Strengths and Weakness" at

http://wsrv.clas.virginia.edu/~jdh6n/Positivepsych.html

I have copied the rest of the exercises here - I hope he doesn't mind, I think they are thought provoking. Choose one that you'd like to do. And put it up next to your computer screen. Here are his instructions - some are localized to the University of Virginia context, but I'm sure you can adapt it. You'll have to read the paper to find out the hypothesis and results of the experiment.

Jon Haidt:

You do NOT have to use these activities! You can design whatever activity you think will work for you, as long as it allows you to EMPLOY one of your strengths, or WORK ON one of your weaknesses.



1. Curiosity and Interest in the World
a. Ask question in class
b. Discover new places
c. Explore the stacks in the library; browse widely, or pick an interesting looking book each day, and spend 20 minutes skimming it.
d. Eat something new that you never otherwise would have tried
e. Go to a meeting or hear a speaker

2. Love of Learning
a. Discover one new place in C’ville every day
b. Read a newspaper other than the Cav Daily
c. Go to a professor’s office hours without a question
d. Ask a question in class
e. Go to an online search engine like Ask Jeeves-ask a question and explore sites you never otherwise would have discovered
f. Every day, read a chapter of a book that is not an assigned class text
g. Read a book about something you’ve always found intriguing but never found the time to learn more about

3. Judgment, Crit. Thinking and Open-Mindedness
a. Go to a multi-cultural group or event.
b. Play devil’s advocate and discuss an issue from the side opposite to your personal views
c. Take a hall/suitemate out to lunch who is different from you in some way.
d. Go to a different church or religious event
e. Every day, pick something you believe strongly, and think about how you might be wrong.

4. Creativity, ingenuity and originality
a. Keep a journal, work on a picture or poem
b. Submit a piece to a literary magazine or newspaper
c. Decorate a notebook or your room
d. Pick one object in your room and devise another use for it rather than its intended use
e. Find a new word everyday (perhaps at dictionary.com) and use it creatively every day.
f. Change your profile on IM daily

5. Social Intelligence
a. Meet one new person each day by approaching them
b. Go into a social situation in which you would normally feel uncomfortable and try to fit in
c. Whenever you talk with someone, try to figure out what his or her motives and concerns are.
d. Encounter someone by themselves and by being friendly, include them in your group

6. Perspective (Wisdom)
a. Get a quote a day online
b. Give advice to an upset friend
c. Think of the wisest person you know. Try to live each day as that person would live.
d. Look up prominent people in history and learn their views on important issues of their day and/or find a significant quotation that they said.

7. Valor
a. Talk in class (if you don’t normally)
b. Go against peer pressure or social norms
c. Stand up for someone even if you disagree with him/her.
d. Ask someone out or to dance
e. Introduce yourself to a stranger next to you in class
f. Speak up for an unpopular idea (if you believe in it)

8. Industry diligence and Perseverance
a. Finish work ahead of time
b. Notice your thoughts about stopping a task, and ignore them. Focus on the task at hand.
c. In class, resist daydreaming and distractions.
d. Plan ahead- use a calendar for assignments and tests.
e. Set a high goal (e.g., for exercise, or studying) and stick to it.
f. When you wake up in the morning, make a list of things that you want to get done that day that could be put off until the next day. Make sure to get them done that day.

9. Honesty, Authenticity and Genuineness
a. Refrain from telling small, white lies, to friends (including insincere compliments). If you do tell one, admit it and apologize right away.
b. Monitor yourself and make a list of every time you tell a lie, even if it is a small one. Try to make your daily list shorter every day.
c. At the end of each day, identify something you did that was attempting to impress people, or put on a show. Resolve not to do it again.

10. Zest, Enthusiasm, and Energy
a. Go out of your way to become more involved in an organization you are already a part of
b. Take up a greater interest in one of your classes, i.e. volunteer for a class activity
c. Do something because you want to, not because you are told.
d. Get a good night’s sleep and eat a good breakfast, to give yourself more energy during the day.
e. Do something physically vigorous in the morning (e.g., jog, push-ups)

11. Kindness and generosity
a. Leave a huge tip for a small check.
b. Do a random act of kindness every day (a simple, small favor). Make it anonymous if possible.
c. Be a listening ear to a friend. Ask them how their day was and actually listen to the answer before telling them about your own day.
d. Send an e-card to a different friend each day.
e. Pay the whole tab when you are out with friends.

12. Capacity to Love and be Loved
a. Tell boyfriend/girlfriend/sibling/parent that you love them
b. Send a loved one a card or e-card to say that you were thinking about him/her.
c. Give loved ones a big hug and a kiss
d. Write a nice note where someone you love will find it sometime during the day. Do this in a new place, or for a new person, every day.

13. Citizenship and Teamwork
a. Volunteer at Madison House
b. Take on added responsibility within an organization you are already a part of
c. Pick up litter that you see on the ground
d. Clean your suite, hall, or lounge (anywhere communal)
e. Organize a hall/suite dinner
f. Do your share in a group work/as a facilitator

14. Fairness Equity and Justice
a. Allow someone to speak their peace while keeping an open mind by not passing judgment
b. Stay impartial in an argument between friends despite your beliefs (be the mediator)
c. Notice when you treat someone based on a stereotype or pre-conception; resolve not to do it again.

15. Leadership
a. Organize something special for your friends or suitemates one evening.
b. Organize a study group

16. Modesty
a. Don’t talk about yourself at all for a full day.
b. Dress and act modestly, so as not to attract attention to yourself.
c. Find a way in which someone you know is better than you. Compliment him or her for it.

17. Self-Control and Self-Regulation
a. Set aside 2 hours (or other designated amount of time) and ACTUALLY study in a quiet place.
b. Work out four days a week (if you don’t already)
c. Clean or organize your room. Every day, make sure that you pick up whatever mess you made during the day.
d. Leave something unfinished on your plate that you usually regret eating afterwards.
e. When something upsets you, attempt to block it out of your mind and instead focus on the good things in your life.
f. Make a resolution to not gossip. When you feel the urge to talk about someone behind his or her back, remember your resolution and stop yourself before you talk.
g. In the evenings, make an agenda for the following day. Stick to that agenda.
h. When you get overly emotional about something, calm down and calmly consider all of the issues again.

18. Caution, Prudence and Discretion
a. During a conversation, think twice before saying anything. Weigh the probable effect of your words on others.
b. Think about the motto “Better safe than sorry” at least three times a day. Try to incorporate its meaning into your life.
c. Before you decide to do something important, reflect on it for a moment and consider if you want to live with its consequences 1 hour, 1 day, or 1 year later.

19. Forgiveness and Mercy
a. Think of someone that you found it very hard to forgive. Try to see the situation from their perspective. Then consider, if you had been the one to do the offensive act, would you have expected to be forgiven?
b. Keep a journal, and every night, describe someone who made you mad, or against whom you have a grudge. After writing about the grudge, describe why you are resistant to forgiving them. Then look at the situation from that person’s point of view, and forgive the person.
c. Make contact with someone who has made you mad in the past. Let them know that you forgive them, or just be kind to them in your conversation.
d. When someone does something that you do not understand, try to fathom his or her intentions in the actions.

20. Appreciation of Beauty and Excellence
a. Go to a museum (e.g., the Bailey) and pick out a piece of artwork or a display that has aesthetic value and touches you because of its beauty.
b. Write down your thoughts about a piece of art, or something beautiful you see around grounds.
c. Take a walk with a friend and comment on something pretty that you see
d. Attend a concert and enjoy the sound for its musical value. Or pick out the most moving music you know of, and listen to it appreciatively on headphones every night. Or ask a friend to recommend the most beautiful music he or she knows.
e. Keep a journal, and every night, record something you saw during the day that struck you as extremely beautiful, or skillful.
f. Find something that makes you happy, in aesthetics or value, a physical activity or an object, and let it inspire you throughout the day.
g. Visit the Fine Arts Library and browse through the art books.

21. Gratitude
a. Keep a journal, and each night, make a list of three things that you are thankful for in life
b. Every day, thank someone for something that you might otherwise take for granted (e.g., thanking the janitor who cleans your hallways).
c. Keep a record of the number of times you use the words “thank you” in a day. Over the course of the first week, try to double the number of times that you say the words.
d. Call a parent/sibling/friend each day and thank him/her (e.g., for helping you to become who you are, or for always being there for you.)
e. Send someone a “thank you” e-greeting.
f. Leave a note on your roommate/apartment mate suitemate/hall mate that thanks them for something about them that you appreciate.

22. Hope, Optimism, and Future-Mindedness
a. Keep a journal, and every night, record a decision you made that day that will impact your life in the long run
b. When you are in a bad situation, turn it around to see the optimistic side of it. You can almost always find some good in a situation, regardless of how awful it seems at the time.
c. Make a list of bad decisions you have made. Forgive yourself and move on in life realizing that you cannot go backwards, only focus on the present and future.
d. Notice your negative thoughts. Counter them with positive thoughts.
e. Reaffirm yourself that you can and will succeed at whatever you put your mind to.

23. Spirituality and Sense of Purpose, and Faith
a. For five minutes a day, relax and think about the purpose of life, and where you fit in..
b. For five minutes a day, think about the things you can do to improve the world or your community.
c. Read a religious or spiritual book, or go to a religious service every day
d. Explore different religions. You can do this by going to a library, looking on the Internet, or asking your friends about their religions.
e. Spend a few minutes a day in meditation or prayer.
f. Invest in a book of affirmations or optimistic quotes. Read a few every day.

24. Humor and Playfulness
a. Every day, make someone smile or laugh.
b. Learn a joke and tell it to your friends.
c. Watch a funny movie or TV show.
d. Read the comics
e. Learn a magic trick and perform it for your friends

End of quote from Jon Haidt http://wsrv.clas.virginia.edu/~jdh6n/Positivepsych.html

Finally, there's an interesting class on Art Therapy being conducted this spring by Lani Geritý's class at NYU. Check out the description! Bring Art into your life and Happiness too. Persist!

http://www.lanipuppetmaker.com/cgi-bin/itsmy/go.exe?page=33&domain=1&webdir=lanipuppetmaker


Just Do It!

Sunday, June 11, 2006

Upon this gifted age, in its dark hour - we have received the gift of the iPod

Music has come back into many more areas of my life thanks to the iPod!

Hearing more music when I'm reading or exercising, just makes me want to play more music. Its wonderful.

I've played the piano since I was six years old. Blessed with good sight reading (I can read most music and play it right away) it means I can play lots of things (without practicing) just for the pure pleasure of making music. It is such a treasured gift that makes my life rich beyond anything money can buy - the arts have so much to give us, why don't we weave it in more to our customer connections?

This poem is my inspiration....

Upon this gifted age in its dark hour
Rains from the sky a meteoric shower
of facts..
They lie unquestioned, uncombined.

Wisdom enough to leech us of our ill
Is daily spun, but there exists no loom to weave it into fabric

Edna St. Vincent Millay


I'm working on a project that started on Thursday June 8 to begin to build that loom.... not for everyone or everything, but in an area that I care deeply about, health!

Seven reasons why global ethics should be part of the way you communicate.

Tom Venardos is a colleague of mine at the Institute of Management Consultants and we co-authored an article back in 1998. He wrote an excellent book on Consulting Success Using Higher Performance Standards (1997).

I re-read it today and decided that it is worth reviving, so I'm posting the link above and you can read the beginning of it here to decide if you want to see the rest... if you do, click on the title above.

Seven reasons why global ethics should be part of the way you communicate.


Communication World; 8/1/1998; Fung, Mei Lin and Venardos, Thomas



Professional consultants, companies and organizations that compete internationally will undermine their long-term profitability, professional development and client business if they fail to properly address and practice global ethics. These ethics include honesty in communicating with others, respect for differences, trust that others will engage in truthful transactions, and expectations that other people will keep their word. By observing global ethics and standards, professionals demonstrate their willingness to play by international rules and develop their business potential. They also show their sound and dependable character and reputation, their accountability and predictability during business transactions, their interest in long-term relationships, their potential as leaders in the global marketplace, and the uniformity in their professional life.

Consultants who choose to ignore or downplay global ethics in their practices are negatively affecting their long-term profitability, their professional development, and client business. Practicing global ethics is a must in today's diverse and global marketplace. Furthermore, it makes good business sense. based on our international experience we will illustrate a few concrete examples of global ethical issues, personal awareness along with a life-long learning approach to show how to make consulting practices more successful.

Some of the examples will be based on experiences all consultants encounter: learning about obvious social-cultural subtleties and differences, paying attention to current changes in various societies, being sensitive to unspoken or unwritten needs of the client, and promoting goodwill through use of high standards and professional communication.

What Is Meant by Global Ethics and Standards

Global ethics and standards exist in various forms and realities. These ethics include basic human interactions: respect for differences, trust that our counterparts will work with us in a truthful manner, honesty in communication with others, and expectations that each of us will keep our word and maintain credibility. The essence of global ethics and professional standards is based on self-understanding, tolerance of differences, appreciation for the unique, and curiosity of the unknown. Without the personal quest for experiencing new frontiers, and working with other professionals who have their own perceptions of us and ours of them, our professional life would be mundane.

To read more, click on the title above.

Thursday, June 08, 2006

For Chinese Readers - Welcome to Customer Connections

For English readers, to read it in English, please click on the title of this post. Under the Chinese version, you will see the English version.

客户体验管理专栏

作者简介:冯美玲早期是CRM先锋, 曾同Tom Siebel及Marc Benioff共同就职于Oracle,后在Intel服务5年, 她擅长于“客户生命周期”管理和研究。在国际和国内的CRM及呼叫中心行业都享有极高的声誉。


专栏序语:尊敬的各位读者,非常高兴在《客户世界》同大家相识,也希望通过这个平台的月度沟通,尽我所能,让大家从中受益。要实现业务的迅速增长,业内得到验证的做法是培养忠诚的客户。因为客户感激你为他们所做出的一切,并且乐意同你沟通朝着什么方向努力他们就会更满意——牵手客户,促进业务蓬勃发展。
我尊敬的读者们,在此,我有个请求,那就是请你们做我的向导,给我提问和反馈,这能帮助我了解对于你们来讲什么是最有意义的。我讲的内容对你们是否有价值,是否是大家的兴趣所在?我最想做到的是为大家提供在“客户体验管理”方面世界前沿的最新资讯和理念,并能够解决大家在工作当中遇到的实际问题。
目前我有2个思路:1、及时分享,以图迅速提升业务;2、把一些西方的客户管理经验,介绍给中国和亚洲国家,并力求本土化。
如果你指望读完这些文章,销售业绩就能立竿见影,那可大错特错了。我上面提到的第一点,如果你是认真地考虑提高你的业绩,你就能从这篇文章学习借鉴西方的经验和想法。之后,在日积月累的实践中,将这些新的启发应用于提升客户体验,相信你的销售业绩也将与日俱增。作为客户,他们都在寻找一种更佳的体验,无论是在中国还是世界的其它角落,谁能提供最满意的体验,客户就会跟他们签单。
另外,鉴于每个月都有海量的文章和报道,我会考虑选择那些认为是符合中国的文化和价值观,可以“拿来”并能够放之于中国国情并得以广泛应用的作推荐。
讲故事在中国有很久的传统了,我在这儿也延续一下这个传统,给大家讲个3家小银行的故事。世界各地的银行都希望拥有他们最忠诚的客户,这些客户才会带给他们更多的客户,随之而来的带来更多的财富和业务。
有这样一家银行认为得到忠诚的客户要做到GST哲学(微笑和感恩)。在所有的银行,存钱的手续都是相同的,他们的自动提款机也没什么不一样,因为机器本身和软件都是从同一家供应商采购来的。只有抵押和商业贷款的业务是相对独立的,同竞争对手相比,这些业务也谈不上优或劣。
因此,这家银行认为无需从根本上做出任何改变,他们决定“我们要让我们的客户忠诚,需要让他们感觉开心,那么,要从他们一进银行的大门开始问候他们。当客户来到柜台前,我们要对他们微笑,并且如果他们办理存款业务的话,要称呼他们的名字以表示感谢。”

来到第一家银行的客户感觉到,“不错,有改观,至少他们没因为对我采用GST哲学而多收税(GST 在国外是国家征收的附加税),那他们对我微笑的时候,我也同样回馈以笑容。”

第二家银行更认真地考虑了如何让客户忠诚,他们想如果选择客户方便的地点提供多种银行服务的话,对客户来讲会非常便利。因此,他们在购物中心设立了分支银行,同时提供尽可能多的服务种类,包括退休计划、家庭贷款、各种抵押、存款证明等各种银行业务,从地点上他们覆盖了所有的购物中心、大型超市和商业中心等。另外,他们还投入大量的资金建设了网上银行,满足客户无需同柜面人员沟通的需求。这种自助银行的服务甚至沿用了好多年!大多数人不认识这家银行中的某个职员,他们之间的沟通主要是通过陌生的信函方式收取账单,或者该行的信用卡(即使有时他们已经申请过一张了)。 这家银行认为,我们获得的客户忠诚度,是通过对客户提供众多的便利,对于其它银行来说无法付出同样的成本来实现的。
第二家银行的客户在新网点出现的时候确实欣喜了一番,但是由于越来越多的业务可以通过网上银行实现时,许多人发现其实银行的地点并不重要了,我们可以通过网上交易,即使在家穿着睡衣也无妨。
第三家银行认为银行业务是客户信任银行的一种纽带,考虑到建立忠诚度,银行应该同客户建立起信任感。而信任的建立是需要时间的,因此,银行就他们采取的每一个行动之前,都会问这个问题“这么做会同客户建立起信任,还是反之?”,后来他们意识到:如果不了解对方的情况,要建立信任是相当难的。因为他们提供的产品如果不适合客户的话,客户就会很生气。
这三家银行中的一位副总裁同他上了年纪的寡妇母亲同住,他过世的父亲给他的母亲留下了一笔资产,供日常开销,这样老人在经济上不用依靠孩子。但是,事实上,这位老人高兴时经常给孙子们送各种各样的礼物,娃娃、自行车、国际橄榄球比赛等等。 老人的钱存在第一家银行里。有一天,银行给这位老奶奶打了个电话,“阿姨,您那么多的钱放在账上有些浪费。。”老奶奶说“浪费,怎么讲?我用这些钱来买牙膏牙刷和衣服,还有,什么时候我想看到孙子们的笑容时,我就给他们个小礼物。这不是浪费呀!”银行的女职员善意地说,“我的意思是这些钱可以变得更多,您能用赚来的钱给孙子们买更大的礼物。”这位老奶奶后来跟他们签了10年期的2万元的存单,她觉得10年里让她再挣出1、2千元钱是件乐事。但这位老奶奶已经85岁高龄,而这笔钱对她来讲,意味着她在临终前应该用它来尽情享受生活的。副总裁认为,第一家银行虽然对老人非常友善,但失去了对他们的信任,因为银行让老人买了根本不适合她的产品,而且他们从来没考虑到,“我们是一家人,现在倒好,我得来‘收拾’残局 - 我母亲的帐上没有足够的钱来保障她日后10年的日常开销。我的银行 – 上面讲到的第三家银行,决不会这样做的。”
第三家银行竭尽所能在每一次客户交互中都试图同客户建立起信任。他们所给出的每个推荐或建议,都把客户当成是自己的老母亲一样考虑周全。如果一位客户是女性或者高龄,他们受到的待遇如同对待自己的亲戚。客户开始谈论起第三家银行,“他们真的非常关心我,我的生活,他们相信帮助我能够得到最美好的生活”。。。“太棒了!”“难以相信,我和他们银行的老板没什么关系呀”这些客户开始同他们的亲戚、朋友、同事和商业网络谈论着这家银行,他们关注着健康理财的每个细节,就像个理财方面的医生定期给你检查,帮助你渡过财务上的困境,走出阴影。
之后,改革之风吹遍小镇。大国际银行(BIB)来到了镇上,带来了100多种产品和服务,在各处安装了1000多个自动提款机。第一家小银行同大国际银行相比,覆盖范围虽广,但成本上无法对抗;第二家小银行也无可挽回其命运,他们所谓的“忠诚客户”离开了他们,投向大国际银行,因为他们提供更多产品,覆盖范围也更广。
而第三家小银行呢?建立了良好的客户关系和信誉,并深深地了解他们的客户的想法。随同他们多年来一同起伏成长的客户们,早已沉浸在这家银行的温暖舒适的氛围里了。在对他们的客户的理解上,大国际银行却无法与第三家小银行比拼。
而第三家银行的客户,有着良性的财务增长,从一开始就养成了健康的理财习惯,家庭里的每一位成员都是如此,他们的客户变得越来越富有。这些客户还是保持着同第三家银行的业务关系,而且,他们也在不断地同他们富裕的朋友们游走相告着第三家银行的佳话。
好了,现在是故事的结尾。可能你觉得这个故事同西方的“三只小猪”有些雷同,3只小猪分别用草、木棍和砖建造自己的房子,狼来了摧毁了其中用草和木棍建的房子,当然,砖的房子证明是最结实的,这是一样的道理。

如果客户关系是建立在信任的基础上,而且每一次客户同你的业务上的体验应该去仔细评估,衡量一下是提高还是下降。最终,长期的忠诚是建立在信任的前提下的。短期忠诚稍纵即逝,如同草和木棍建造的房子。

如今的商战有些像救火,有时候你可能会自言自语,“我放弃为正义而救火”,因为“差不多就行了”更容易做到。记得这个故事 - 建造“砖的房子”。如果你经常被告诫,为公司利益做事情,但同时违背了客户的利益时,那么,你应该自问,是否你是在浪费着你的时间,你的热心和努力在建造着一个稻草或者木棍的房子呢?


——Mei Lin Fung(冯美玲), 美国加州



公司的促销员
文/冯美玲 译/希曼
客户体验管理应该首先落实在“公司的促销员”身上——他们本身应该是充满热情的人群,现在需要做的是让他们充满激情地去“推广”你们的公司,不仅仅是面向他们自己的朋友和同事,而且还应该面对其他的客户!身体力行是增加客户量最有效的办法。

行动纲领: 增加客户推荐
1、找到你们“公司的促销员”
你们公司什么样的客户最有可能帮助你对外推介产品和服务呢?这些客户就是你们 “公司的促销员”。那么,如何才能找到他们呢? 很简单,直接问他们:从0-10,选择一个数字表示你会帮助我们做对外推介的程度,数字越大表示帮我们推销的可能性越高?那些选择 9 或 10 的客户就是你要找的“公司的促销员”。
这些客户对你们的公司是非常宝贵的,不仅仅因为他们是忠诚的客户,更在于他们会帮助你开发新客户。要去找到他们喜欢你们公司的原因和他们记忆中在你们这里经历的一些美好的感受,然后你可以根据他们的这些经验和感受,进而发掘出更多的“公司的促销员”。

2、当“公司的促销员”推荐你们公司的产品和服务时,回馈给他们以最优的体验。
想方设法让那些有兴趣的客户在推介你们的产品和服务时感到简单易行,给他们提供各种相关的材料,方便传递给他们的同事和朋友;同时,也要考虑到这些材料能够提升他们个人的知名度。当这种推介成功时,要感谢你们的促销员所付出的努力,这是非常重要的。让他们感受到你们的深厚谢意,用各种具体的方式让他们感受你在聆听他们,而且在意他们所提供的一切帮助,以及让他们知道将来他们在为你们公司推介的过程中会得到的更多关注等。

3、增加“公司促销员”协助推介产品的机会
西方常用的一些方法如下:将“公司的促销员”所讲的就产品和服务的话述变成文字和电子文档,作为呈现给其他潜在客户的案例依据;在他们参加你们公司的媒体采访、会谈和介绍会时,给予他们恰当的认可,及便利的条件;邀请他们和你们最有机会的潜在客户共同参与你们举办的聚会等活动。
“公司的促销员”是最有价值的客户资产,因为他们能够帮助你们“扩大”客户群。因此,千万不要把你们的“公司的促销员”用于个人私利的目的,而应该永远出于积极的考虑: 你在要求你的“公司的促销员”所做的每一件细小的事情之前,一定要确信这样做的目的是能够为他们个人带来好处且巩固他们的声誉,你和他们之间的每一次互动本身应该即是一次良好的客户体验。

结论
要关怀好你的客户是非常不易的,但也是有所回报的。开始阶段,可以从那些对你的产品和服务非常关注的客户着手:公司的促销员! 马上去专注于改善他们同你们公司的每一次体验吧,你们会很快发现更多的客户间的推荐,这过程当中你们始终重视这些重要客户的体验,同时也会感受到的他们对你们公司的感激之情。把这些体会应用于公司的其他客户,你们的“公司的促销员”就会源源不断。

Tuesday, June 06, 2006

The Answer to How is Yes - Acting on What Matters

In evolution, they talk about the "Missing Link". For me this book by Peter Block (see www.peterblock.com for more) is a Missing Link that I have been looking for. Reading the book was a chance to literally and figuratively sit on the grass in the sun, by a stream and feel all my connections to the universe resonate:

"All nature sings and 'round me rings,
the music of the spheres."

For a bit of a taste, here's an excerpt of an interview with Block by the Executive Director of Staff Development, the whole interview can be read by clicking on the title link above). The subtitles are directly from the article in the Journal of Staff Development, written by Dennis Sparks.

Intrinsic motivation

JSD: Something else you discussed in your book may also help explain the problem. "(T)he whole idea that bosses should motivate their people ties us all in knots," you wrote. "Instead, bring your employees together and stimulate the right conversation. This is an important role for any boss--to support the communal pursuit of what matters. Let this be motivation enough."

Block: I think the idea that bosses will motivate employees is a mistake. It's more important to ask what motivates us than to wonder what motivates others. For me what is motivating is intimacy, full self-expression, idealism, and people talking about their experience with others listening deeply to what they are saying. This releases enormous energy. It's interesting that at meetings or learning events people often display far more energy during the breaks. I want that type of energy to be the norm when we work together.

A life worth living

JSD: There's a clue to how that energy is generated in your views about the power of creating. You wrote, "As soon as I begin to discuss what I want to create, I am in the position of cause, not effect." Later you write, "Citizenship means that I act as if this larger place were mine to create, while the conventional wisdom is that I cannot have responsibility without authority. That is a tired idea. ... I can participate in creating something I do not control."

Block: That's an argument against the conventional wisdom. Creativity is an expression of our freedom, and it gives us a reason for being alive. Most people say they are not responsible for their work because they do not control it. I'm trying to push back on that by saying it's a defense against being responsible, against being accountable for the well-being of the whole.

I believe I can care for anything I choose to care for, and I'm not limited by my position. For instance, I can leave this room and walk out into my neighborhood and invest my energy in things that matter to me. Will I affect change? I don't know. Will I be acknowledged and rewarded and appreciated for what I do? I don't know. But that's just a barter mentality, a view that I should only invest in things from which I reap a return. The world is more than economics.

We are human beings who can invest in what matters to us. It is possible through my language and commitments to create a world that matters to me. Out of that comes a sense of having lived a life worth living. It also means I don't have to wait to do something that matters.

Activism breeds strength

JSD: You've written about the social nature of transformation. "All learning is social," you say. "It is with our peers that we will ultimately find our voice and change our world. It is in community that our lives are transformed. Small groups can change the world."

Block: I don't accept the view that it is only great men and women who truly make a difference in the world. Where does that leave the rest of us? Establishing a community around us can have tremendous impact on our emotional and physical health and on our capacity to perform. Strong communities with high rates of civic engagement have healthier children. Being activists in the world, feeling that we are not alone in the world, knowing that we have something to offer the world, is good for our communities as well as ourselves.


This book has so much for CRM practitioners and people who are working on developing relationships. It reminded me of the different roles that are necessary to develop customer relationships with value and integrity.

The engineer - sort out the HOW (feedback loops)
The economist - work out the MONEY (who pays what to whom and why)
The artist - imagine the CUSTOMER EXPERIENCE as a LifeCycle (anticipating, welcoming, engaging, culminating, extending the relationship)
The social architect - design the ECOSYSTEM


Read this book.

The Answer to How is Yes by Peter Block.

Here's the Amazon link.
http://www.amazon.com/gp/product/1576752712/002-3621004-8380051?v=glance&n=283155

Saturday, May 20, 2006

The very best of Tom Siebel - a memoir

Tom Siebel interviewed me for a job working for him in August 1988. A headhunter set up the interview. Apparently he had interviewed many people and none fit the bill for what he wanted in a Division Controller for the Direct Marketing Division. Well that's because he expected a weird combination of skills. Finance, Marketing, Sales, Software, Good people skills and a propensity for risk-taking.

It was a pivotal hour in my life to interview with him. He talked about what he wanted to do: REALLY make it possible for technology to transform sales and marketing. A vision of the future where technology could support the prima donnas of sales in a way that was completely supportive of the quirks of the individual salesperson.

My most recent work at Intel up to that point had been as the alpha user for the Intel Distribution Marketing System - which involved setting up the Intel methodology of forecasting for distribution sales out and bookings. Stagger charts, Actuals vs Forecast variance analysis, rigorous accountability for making projections and tying them to what actually happened.

Tom's boss was head of US Sales, Gary Kennedy who had been an ex-Intel guy. In a way, it was a marriage made in heaven, I was perfectly matched to what he needed. What he wanted to do was make into reality what he had been selling to Oracle customers: The ability of the relational database to truly transform business practice in sales and marketing to support customers in a way they had never before experienced or imagined.

When he told me his vision, I could see that it involved taking what I had just done at Intel and applying it to direct B2B sales - an extraordinary exciting vision.

That was the beginning of the best working experience I ever had, the two years working for Tom Siebel - and the skunkworks project that Kevin Kraemer and I kicked off in September 1988. Oracle MIS told Tom it was impossible, fergedaboutit.

Tom set me, his Division Controller and Kevin Kraemer, the top pre-sales technical guy in the group on moonlighting to create the first integrated sales and marketing application, OASIS, which was the genesis of the CRM industry.

Direct Marketing Division spawned two billionaires so far: Tom Siebel and Vinny Smith, and transformed software sales and marketing, making telemarketing and telesales the most critical sales function for all software companies. People who worked for DMD - Direct Marketing Division and who had used OASIS - the Oracle Automated Sales Information System, were recruited by software companies in order to replicate the "Oracle Sales Model". The next potential billionaire of course is Marc Benioff who took over from Tom when he left Oracle.

The very best of Tom Siebel is shown in his commencement address at the University of Illinois Champagne Urbana where he was awarded an honorary doctorate. Tom's speech is below.

University of Illinois-Urbana Commencement Address
Thomas M. Siebel
14 May 2006

President White, Chancellor Herman, members of the faculty, graduates, ladies and gentlemen,

I'm profoundly grateful and touched by the distinction and honor and great compliment accorded me by the University of Illinois. I am overwhelmed, as a matter of fact.
In this important place, on this important day, and in this very wonderful assembly, it is a tremendously impressive thing to an individual in my position.

I want to join with your families in congratulations for your accomplishments. And I want to talk about what happens next.

I want to talk to you about some decisions that you will have to make. I want to talk to you about what you can expect and opportunities that you are likely to encounter. I want to talk about making a difference. About leaving the world a better place than you found it.

There is a story attributed to the notorious oil magnate, John Paul Getty, Sr. When asked about the keys to success by a young intern, he explained that there were three such essential elements.

First, get a great education. Attend the best schools. Study hard. Be prepared. Become an honor roll student.

Secondly, work hard. Be the first to show up for work. Be the last to leave. Work weekends. Nights. Always do your best. Be a top performer.

The third key to success --- and most importantly -- find oil.


There is some truth in this story.

Think for a moment about the immense opportunities that are before each and every one of you. Your productive careers will span the next six decades.

Six decades.

Think about it. Six decades.

In the next six decades the body of scientific knowledge as we know it will increase by a factor of three or more. You will have the privilege of participating in that phenomenon. Many of you will participate significantly in some of the most exciting developments in the history of mankind.

Some of you will discover cures for cancer. Some will perfect the hydrogen fuel cell. Some of you will control influenza pandemic. Some will lead the colonization of outer space. Some will create new companies. Make new products. Create Jobs. Develop new food sources. Foster Prosperity. Husband Peace.

The world will be a better, healthier, happier place for what you will do.
Those of you who take this route will make sacrifices. Lots of sacrifices.
You have all studied history. Think back upon those individuals who have made a difference. Really made a difference.

Think about it. Think about Winston Churchill, Michelangelo, Louis Pasteur. Think about Ben Franklin and Thomas Jefferson, Isaac Newton, Johannes Gutenberg, Steve Jobs. Think about Sally Ride and Margaret Thatcher. Think about Martin Luther and Martin Luther King

You have all studied these people. These great leaders are representative of that group who collectively articulated those concepts and principles, the sum of which constitute our perception of the universe, as we know it.
Those great people brought us gravity, electricity, germ theory. They invented the printing press, movable type, the Internet, the Basilica, the public library, the modern university. They created nations, our religions, and democracy. They discovered outer space. And they brought us the very concepts of individual liberty and human dignity.

These people changed the world, each of them. Collectively, they, and their like, conceived of the world, as we understand it today. Let’s look upon this group and see what they had in the way of common traits.

How about education? Some were exceptionally well educated. Some were mediocre students. Many were uneducated.

Work ethic. In general, these people were driven. They were focused. They got up earlier. They worked longer. They were tireless. Some were out there. Eccentric. Almost maniacal. Some were troubled.

They all achieved – and they all achieved at great personal cost.
In addition to amazing work ethics, it seems that these people were unusually sensitive to what was going on around them. They heard things that other people could not hear. They saw things that others could not see.

You might call it vision. A moment of clarity. Insight. Inspiration.

Whatever you call it, at one or more moments in their lives, they saw something. Something different. And they were able to recognize that it was different. That is was potentially important. And they did not let the moment go unnoticed. They did something with it.

Be sensitive to that moment.

It will happen to you.

Do not let it go unnoticed.

So we have a group of mixed education.

Tireless work ethic.

Great vision.

Perhaps most importantly however, they also were very, very lucky – each and every one.

Now don’t discount luck. It will be a critical component of your success. Some people say you make your own luck. There is clearly some truth to that. These concepts of work ethic, vision, and luck seem to be interrelated.

Take Tiger Woods, for example.

Work ethic. He is arguably one of the hardest working, best-prepared athletes in sport. His physical conditioning and practice regimens are second to none.
How about vision? Well, Tiger Woods can see every shot before he takes it. He can see the launch angle. The trajectory. The landing, the bounce, and the roll. He can literally see it every time before he takes a swing. Think about that.

And luck? Well, let’s just say it might not be entirely a coincidence that he seems to get more lucky bounces than any person in golf.

There is most certainly truth to the idea that you make your own luck. I encourage you to be very alert to what is going on around you. Let’s explore this luck thing a little bit further.

There will be some moments in your life when the stars simply seem to align. You will flip a coin 10 times in a row – and it will come up heads every time. You will look up and you will notice that the wind has been at your back every day for a week.
Be ready for that moment. It will happen to you. Some of you will recognize it and know it for what it is…great, good fortune.

Some of you will be preoccupied with matters of the moment to notice. Perhaps stress or simply the distractions of daily life will get in the way. Others will see it for what it is.

There will be such moments in your life. Seize that moment. That is the start of the next company. The cure for cancer. The hydrogen fuel cell. The next great thing.

There is clearly a non-rational process at the heart of such ideas. It’s an idea. It’s a vision. It’s a feeling. It is something that you know to be true. Take it and run with it.

Take it. When it happens, take it and run with it. Run with it. Don’t listen to all the naysayers. The experts. The authority figures. They will stand in line to tell you your idea is impractical, impossible, unrealistic. Don’t listen to them. You know it to be true.

This is the opportunity you have been waiting for. This is what you are here to do. Don’t take no for an answer. Make it happen

Let’s switch gears for a moment from the sublime to the mundane and talk about getting started. How do you get started? What do you do now?
Many of you have not yet figured out what you want to do for a living. Don’t feel bad. Most people don’t. I had no idea what I wanted to do when I left college. My first job out of undergraduate school was working as a cowboy on a ranch in Idaho. From there, I became a laborer on a construction site in Sun Valley. I managed a shovel.

How do you get started? First thing, you need to get a job. How do you do that? I guess there are a couple of ways. A common route is to get as many interviews as you can, until someone offers you a job. And then you take it and make the best of it. I do not recommend that route.

My suggestion to you is that you find an industry that you find interesting. Say biotech. Or travel. Perhaps entertainment. Communications. Aerospace. Automotives. Within that industry identify a high quality company that you would like to work for. Located in a place that you would like to live.

And then get hired there. Learn everything you can about the company. Study it on the Internet. Read its annual reports. Become an expert. And then figure out how to get a job there. Any job. It doesn’t matter.
Write the CEO. Write the VP of Engineering.

Get yourself an interview and explain that you want to work for that company – no other company -- and you are willing to take any job to get started.
Get a job in the mailroom. The help desk. The front desk. Customer service. Don’t worry about the salary or the title. Just get a job. After you get in the door, then the rest is up to you. Make it happen.

One closing thought. I want to talk about ethics.

Today is Mother’s Day -- a most appropriate day to talk about ethics.
Ethics. You will have the opportunity to cross the line every day of your lives, every day of your professional careers. In little ways. In big ways.
Some opportunities will be more tempting than others. Some will seem inconsequential. Some will appear common practice.

Here’s a litmus test that you can use.

What would your mother think?

What would she say if you told her about it?

If you use that test to gauge your behavior, you will do the right thing.

That’s it. Thank you, merciful God; we’ve reached the end of the speech!

But for you, it is just the beginning.

Work Hard.

Be attentive.

Always be watching for that lucky moment.

Good luck to you all.

And, most importantly, have fun.

Make it look easy.

Smile a lot.

I thank you for your kind attention.

Tom Siebel - Thank you for transforming my life and lifting my sights to what is possible when people embrace "Sheer Arrogance".

Wednesday, May 03, 2006

Singapore eGovernment Customer Service: Pushing the Envelope

Pretty hot off the "internet" press.... here's a quick read on how the Singapore government may be one of the top CRM pioneers. I can't believe how much my editor at CRMGuru, Gwynne improved the article from the piece I gave her initially. She's amazing! Thank you Gwynne!!!



May 1, 2006


Who Says Government Doesn't Benefit From CRM?

Singapore Pushes the Customer Service Envelope


By Mei Lin Fung, MLF Associates

Darius Cheung dreaded getting a business license because of all the bureaucracy he anticipated. Because it was his first time applying for a license for a new business in Singapore, he needed some personal guidance and advice, so he went in person to the business license department, all the while fearing massive paperwork and long waits. He was in for a surprise.

"All I had to do was go to a one-stop center and I got it done over the counter, contrary to what some people told me before about the multitude of forms and different counters," Cheung said. "I experienced a much smoother company registration process than I expected. Everything was done at one agency within an hour." He paid slightly more than S$300 (roughly equivalent to $200 in U.S. currency) for the business license. Only a few years ago, the same service would have been at least $1,200 in Singapore currency with the queues and papers Cheung dreaded.

The difference stems from Singapore's eGovernment Action Plan, (eGAP I and eGAP II) begun in 2000, to integrate government across all agencies, creating a one-stop government shop. Today, 1,600 e-services are available through eCitizen, the front face of the government for citizens and businesses. Access is through a special identification card called SingPass.

Total service delivery

A private-sector business license service-DP Bureau-was there for Cheung, as part of the latest innovation in the eGovernment Action Plan: Public-Private-People integration. The goal of 3Pi, as it is known, is to offer "total service delivery." That links in the government's Online Business Licensing Service (OBLS) to the privately operated DP Bureau.

In the first year of operation, 22,000 companies filed for business licenses using OBLS, winning the 2005 United Nations Public Service award for the application of information and communication technology (ICT) in Government.

So, is CRM necessary in government? My answer is a resounding YES! Why should this kind of elegant streamlining that leads to improving quality, cost-effectiveness and customer service be confined to the private sector?

As I wrote in my 2004 CRMGuru.com article, "Looking for True E-Government? Singapore Gets It Right," many government web sites are simply static holding places, rather than interactive delivery mechanisms. Instead of providing full-service facilities online, all too often government web sites merely offer visitors a page with a telephone number, instructions about a manual service or a PDF form that needs to be downloaded, printed out, completed by hand and mailed in the old-fashioned way. Although national and regional governments are improving, with more offering links
to publications and databases, they have a long way to go, according to Inside Politics' report, Global E-Government, 2004.

But Singapore is showing what is possible. The January 2005 Leadership in Customer Service: New Expectations, New Experiences, Accenture's sixth annual global report on government service delivery, found that 65 percent of people in Singapore rated the job the government is doing in eG vernment as "good" or "excellent," the highest among the 22 countries surveyed.

Singapore, which tied for third place, behind Canada and the United States, in Accenture's study, has aimed at a broad multi-channel delivery of government services via counter, self-help kiosks, the Internet, mobile phone and intermediaries and 1,000 self-service terminals at 36 agency sites-as well as the use of new tools such as online polls and customer e-ratings, to get feedback and customer insight.

Behind the scenes

Singapore has spent $2.8 billion in Singapore dollars (1.75 billion in U.S. dollars) since 2000, to achieve this. A service-wide technical architecture provides a framework of standards, policies and guidelines, building in interoperability at the infrastructure layer. Building blocks let agencies develop, deploy and interoperate e-services with common features such as user interface, the transactional flow logic, database support, security and encryption and payment services.

Commercial CRM systems were used only at the periphery for such things as email management and frequently asked questions. The bulk of the spending was on consulting with stakeholders, developing customer-centric design processes, application system development, extensive user testing and evolving a set of key performance indicators (KPIs). The implementation went on in parallel with the rollout of the Balanced Scorecard in the Singapore public service. The benefit to customers and employees and the need to create opportunities to learn were explicitly balanced against financial KPIs.

"Start with the user in mind," exhorted Raymond Lim Siang Keat, second minister for finance in Singapore's prime minister's office. That directive has resulted in 75 percent of the eligible population having transacted electronically with the government at least once. A network of 42 eCitizen Help service locations helps those without Internet access or expertise.

Attention to customer service may explain why hit rates for the eCitzen portal increased from 240,000 per month in 2001 to about 14.4 million hits per month in 2003.

Just as commercial businesses benefit from a focus on the customer, so the business of government-including planning; permit processing; delivering health and social services; and tax-collecting-can benefit from well-designed customer-centric business processes and technology. Granted Singapore, with a population of 4 million, is a small country that can turn on a dime, relatively speaking, but there are CRM lessons that more populated countries and local governments, and even businesses in the private sector could be alerted to.

In 2004, when Singapore was in the midst of its eGovernment initiative, Singapore Minister of Finance Lee Hsien Loong, who was then deputy prime minister and is now the prime minister, spoke at the Managing for Excellence Forum on eGovernment. He urged government agencies to re-engineer their individual backend processes to provide more customer-centric services. He said that agencies "must strive to make
things as convenient as possible to the customers, rather than make things easy for themselves." Ultimately, Lee said, it is "not about IT but about changing the approach to government."

Now if you substitute the word, "business," for "government" in his comments, isn't that what we've been saying about CRM since the beginning?

As for Cheung? Keep an eye out for his mobile applications start-up company, Tencube.

Have license. Will grow!


Reprinted with permission from www.CRMGuru.com

http://crmguru.custhelp.com/cgi-bin/crmguru.cfg/php/enduser/std_adp.php?p_faqid=1705

Tuesday, April 25, 2006

Douglas Engelbart's Norweigian Cousin Bjørnstjerne Bjørnson

This blog is really for Engelbart afficionados. Click on the title for more about Bjørnstjerne Bjørnson from Oslo University.

I was recently reminded of the impact of Doug Engelbart's ARC Lab (Augmentation Research Center at SRI in the 60's and 70's) when John Markoff of the New York Times wrote about a high school student who had hung out at Doug's lab. Geoff Goodfellow came up with the idea of wireless email years and years before Blackberry and others. Doug's lab was the 2nd note on the ARPANET and as a result, no doubt, Geoff Goodfellow's inspiration is embedded in the core of the Internet in a protocol number '99' set aside for wireless email. http://www.wirelessmuse.com/winternet/2006/04/new_york_times_.html

But of course it was not in a vacuum, the intellectual ferment of the ARC lab, I'm sure had something to do with it.

Doug recently took me out for a birthday breakfast, thank you Doug! And we talked about his famous Norweigian Nobel-prize winning, writer of the lyrics of the Norweigian national anthem, ancestral cousin Bjørnstjerne Bjørnson. I'd always felt that there was somewhere that Doug's "one-of-a-kind" way of thinking had emerged, and reading about Bjørnson made me realize that some of it was in his genes.



BJØRNSTJERNE
BJØRNSON (1832 - 1910) www.gonorway.no/go/bjoernson.html and Douglas Carl
Engelbart (1925 -

www.adam.cheyer.com/misc.html
Douglas Engelbart's ancestor was first cousin to Bjørnstjerne Bjørnson, a Norweigian who was the third person awarded the Nobel Prize for Literature in 1903. I've tried to insert their mid-life photos side by side (the links are there if this doesn't work in your browser) - there is some resemblance!

It's interesting to see strands of Doug's thought "preceded" by the works of his distinguished ancestor.... the idealistic spirit, international efforts. The idea of "crop rotation" where Bjørnstjerne Bjørnson alternated between heroic sagas and peasant stories, is also reminiscent of Doug's "two-faceted" way of working, which is alternate between wanting to collaborate and really wanting to work on his own, in his own way; and to wanting to involve people and augment humanity, while working with computers to do this.

Click on the title to link to the description of , by Professor Edvard Beyer, who is professor of Nordic literature at the University of Oslo. I've reproduced below an extract that 1 particularly liked because it reminds me a lot of how Engelbart's mind works, in describing the sagas and stories of the Nobel-prize winning Bjørnson.

" a restrained power, an unquenchable urge for adventure, talents in search of a goal, stubborn pride and a shy taciturnity, which keeps others at arm´s length."

Monday, April 24, 2006

As a sculpture is hidden in a rough piece of stone

For some months now, I see myself as a work-in-progress - its a great way to get out of the perfectionism trap that I allowed to encircle me from my very young days

I'm sculpting my life each day, each hour a chance to chip away, to uncover something I care about

So today is something special, because someone has seen enough of the rough hewn stone that is my life to date, and can glimpse some of what I hope to be, to do, to contribute.

It means a lot to me to be seen as I would hope to be - even if I am far from complete - the sculpture is emerging.

Thank you to a wonderful human being Paul Greenberg http://www.the56group.typepad.com for being the best cheer leader who has just told the world what he sees when he looks at me! And listen out for Paul's Route 56 Podcasts - thinking fun inspiring, that's Paul.


PS - Just started reading Math and Mona Lisa by Bulent Atalay about Leonardo Da Vinci. The book reminded me of Michelangelo being the one who said that the sculpture is already there in the stone. Atalay said, for the scientist, the scientific law is already there in the data, waiting to be discovered.

Atalay is a Renaissance person, who sees in both art and science, that the human imagination is vital to seeing-it- when-others-don't and working to uncover it so others can see it too.

Friday, April 14, 2006

We have so much to learn from Healthcare

In February I attended a Healthcare IT conference in San Diego.

25,000 delegates, 900 exhibitors.

The buzz was that one exhibitor spent $1M on its booth at the show.

Clearly healthcare IT is a very rich field.

Yet amongst all the many tracks, workshops, exhibitors and speakers I found one person who stood out head and shoulders above the rest as the future of Healthcare IT

Dr. Joel Berman - a physician in Concord New Hampshire.

He talked about how the doctors in his practice came to accelerate improvements in care for their patients with diabetes.

His story is a story about what it takes to lead the human changes in order to take advantage of technology.

How the doctors had to deal with an existential crisis of what it meant to be doctors. How using the computer help them focus on what it was that they as human beings brought to the doctor/patient relationship.

We have so much to learn from the thoughtful doctors who are faced with the huge challenge of embracing electronic medical records EMR or electronic health records EHR - this dictate has come from the top down in order to control healthcare costs, all medical institutions know they will be required to have EMR/EHR to support their practice.

I hope you'll click on the title link and read the interview with this thoughtful humane and dedicated doctor.


And if you read Chinese, the article in Chinese is at http://www.greaterchinacrm.org:8080/gb/content_details.jsp?contentid=2036&subjectid=107

Wednesday, March 29, 2006

Today's Topic is Trust

Anne Obarski writes in The Side Road, that earning customer trust is the only way to win and keep customers. She's right. But that doesn't stop people taking a disastrous short cut: Winning customers only to lose their trust later and lose their business right after that.

The unfortunate thing is that organizations are not consciously trying to lose their customers trust. The sad thing is that its done without knowing. They do it when they are paying attention to other things, like trying to make a profit this year or next.

I recently wrote a couple of articles about Healthcare Customer Relationship Management and Customer Service in Healthcare. I learned that keeping trust with patients and customers is what its all about in Healthcare. I'll take the medicine, change my diet, do the exercise, because I trust that you tell me that this is what I need to do to improve my health. If I don't trust, then I won't do, and the treatment won't work.

The Values-Driven Consumer - this is one of the 7 trends identified in MegaTrends 2010 by Patricia Aberdene. I appreciate learning about it from Mark Silver's newsletter, www.heartofbusiness.com Here's my insight, businesses and customers are looking for trusted relationships, in reaction to unprofitable, dissatisfying relationships that emerge when customers and businesses are driven purely by financial considerations.

I love Trader Joes. Its a grocery store, there are two branches within 2 miles of my house and I go to each one at least once a week, sometimes more. I trust their food selection - mostly its yummy, it offers healthy choices, and its not a huge zoo. They have filtered down their selection to the things that are really likely to appeal to me. How did they build my trust? Well, I first heard that they are "cut price gourmet". At first I still went regularly to a supermarket. But as Trader Joe's selection expanded to include more day to day stuff, like fresh fruit and veggies and cereal and bread, it became unnecessary to go to a supermarket anymore. And they offer little sampling cups of coffee in the store, which is a nice touch that I really appreciate. And once in a while, I'll buy a fragrant bunch of oriental lilies for the dining table as a visual and perfuming treat.

I am driven by financial considerations, but I also like convenience, a discriminating selection that meets my tastes and needs, nearby parking and friendly people with viviid personalities at the checkout who always ask me "Did you find everything you need?". I really feel like I am doing business with People, not an abstract entity. People that I could trust if I was caught in an earthquake with. (This is quite a consideration in California, where the Big One is now past due)

There's a flip side of the coin. What do customers do that show businesses that they can trust them? Well, the obvious one is "Have a Good Credit Record", paying your bills. If we as customers want businesses to respect us as individuals, then we should respect businesses and their right to run their businesses to meet their goals. We need to appreciate those who go out of their way to help us, not just take it for granted. We are not monarchs or aristocrats, no one on earth was put here to serve us, and when something special is done for us, it is appropriate and necessary for us to respond in acknowledgement.

Trust is a Two-Way Track.

Trusted businesses will get more business.

Trusted customers will get more satisfaction from their business relationships.

Friday, February 24, 2006

Getting Better at Getting Better

There's a great description of what Doug Engelbart has been been trying to do all his life. Along with being a muse and mentor to many, he's devoted his life to how do we get better at getting better. Adele Goldberg, co-inventor of one of the first object oriented languages, Smalltalk has worked with Doug when she was active in the ACM - Association for Computing Machinery, and helped publish his papers back in 1993. Later in 2002, she wrote this about what he has been saying for 53 years. I really like it, its framed on the wall behind my computer monitor, and today is your lucky day, because I'm sharing it with you. I think its great.


We need to improve how we work together
And we all know that this is true:

The best way to improve is to find others who are improving,
and copy them!

The next best way to improve is to find others who also want to improve,
and work together.

Improvement is:
Process
and Tools
and Learning-oriented
and can be done outside protected business interests.

There are GREAT examples of improvement
Where communities formed from a grass roots need to get help,
and an individual desire to give help....Open Source


The results are tools
and better human communications
That benefit everyone

We NEED to get more results like these into our organizations
and our government

We can speed up our efforts by taking a meta approach.
We need to learn how in setting up the meta world
We can ENCOURAGE!
OBSERVE!
and LEARN from the individual customizations of the ideas.

We need to help people/organizations form communities
Whose purpose is:

- To get help and give help
- To Invent and Use Tools
- Better Communications



YEP, well said Adele!

CRM and Communities will increasingly overlap in the future:

It's a new paradigm that can take us away from the grinding cost-cutting that's prevalent.

Focusing us on finding new ways to improve the value that businesses and customers, governments and citizens can create together for each other.

Thursday, February 09, 2006

Caring is Profitable - the Johnson and Johnson Credo

I was reminded today of an article that I wrote "pre-blog" which means a lot to me. So I'm sharing parts of it with you. Click on the title above to see the full article.




Here's a quiz:

1. Name the major pharmaceutical companies with almost always positive earnings results over the past five years

2. Name the major pharmaceutical companies that have beaten the US stock market (Dow Jones, NASDAQ, S&P 500) over the last five years

3. Name the major pharmaceutical companies that have increased the amount of their dividend payments to their shareholders over the last year, a time of tremendous chaos for the pharmaceutical industry

4. Name the one company that appears on all three lists.

Have you guessed?

Johnson and Johnson has a Credo, a set of guiding principles that has steered them since 1943. The Credo puts customers first and shareholders last and the business has thrived, here's how it starts:



"Our first responsibility is to the doctors
nurses and patients to mothers and fathers and all others
who use our products and services."


In developing their products for the Diabetes Market, Johnson and Johnson studied the effects of diabetes in a Native American community called Whirling Thunder. They did not focus on just the use of their products, they looked at the lives of those suffering from the disease, Johnson and Johnson looked at how to prevent the disease, sponsoring community programs to reduce the death rate from the disease.....

Johnson and Johnson is a leading provider of Diabetes products. Within a face to face setting inside a Diabetes community, the business learned how to recommend practices, services and products that helped them help themselves, building on their own strengths and culture. These learnings became available for incorporating in a diabetes website. They developed a program called One-Touch Gold which will be launched in fall 2005. Some other companies might call it a Loyalty program. Many loyalty programs are developed which start by asking "What is good for our company?" Guided by their Credo, Johnson and Johnson started first with the question "What is good for our customers?" They build Deep Customer Loyalty.....


The latest buzzword in CRM is Community. One problem is that few people know what that means, and how it helps business make money. The Credo has guided Johnson and Johnson to experiment with online healthcare community building. Research has shown that online support groups for people with a major disease like Breast Cancer can be very effective in providing useful information and friends and counsel for victims of the disease and their families.....

The Credo guides J&J's innovations in online community building for acquiring customers. By experimenting with the idea: "Ask not what the Community can do for J&J, but ask what J&J can do for the Community", they can test the business hypothesis - is this a good investment for the company. Using Customer Lifetime Value J&J will be able to determine how much they can and should invest in the community in order to increase customer lifetime value of their customers and prospects.

Our Credo


We believe our first responsibility is to the doctors, nurses and patients,
to mothers and fathers and all others who use our products and services.
In meeting their needs everything we do must be of high quality.
We must constantly strive to reduce our costs
in order to maintain reasonable prices.
Customers' orders must be serviced promptly and accurately.
Our suppliers and distributors must have an opportunity
to make a fair profit.

We are responsible to our employees,
the men and women who work with us throughout the world.
Everyone must be considered as an individual.
We must respect their dignity and recognize their merit.
They must have a sense of security in their jobs.
Compensation must be fair and adequate,
and working conditions clean, orderly and safe.
We must be mindful of ways to help our employees fulfill
their family responsibilities.
Employees must feel free to make suggestions and complaints.
There must be equal opportunity for employment, development
and advancement for those qualified.
We must provide competent management,
and their actions must be just and ethical.

We are responsible to the communities in which we live and work
and to the world community as well.
We must be good citizens - support good works and charities
and bear our fair share of taxes.
We must encourage civic improvements and better health and education.
We must maintain in good order
the property we are privileged to use,
protecting the environment and natural resources.

Our final responsibility is to our stockholders.
Business must make a sound profit.
We must experiment with new ideas.
Research must be carried on, innovative programs developed
and mistakes paid for.
New equipment must be purchased, new facilities provided
and new products launched.
Reserves must be created to provide for adverse times.
When we operate according to these principles,
the stockholders should realize a fair return.


"When we operate according to these principles,
the stockholders should realize a fair return."


In the Spring and Autumn Analects, Confucius laid out a set of simple principles which defined the relationship between people, their families, their government and their society.

Johnson & Johnson has succeeded over many years by following the simple set of principles laid out by their founder that defines the relationships between the business and customers, their communities and their shareholders. Guided by the Credo, Johnson and Johnson have a history of long term success in business profitability and built the most powerful brand in the Pharmaceutical industry.

Maybe we can learn something here about what makes CRM successful.

Thursday, February 02, 2006

Going the Extra Mile for Service - in Singapore

I got a glimpse of how a country might set about improving service during a recent visit to Singapore with Paul Greenberg.

Gosh, he's a trooper. Just there for 6 days, we visited with many people all around Singapore, talking about Customers, Citizens and their relationships to the organizations of business and government. Read all about it in his blog of January 30th. He made an impression in Singapore, very generously sharing his expertise. And Singapore made an impression on him.

The word Trust came up a lot in those conversations. How to build relationships through service and developing trust. Yesterday, Social Customer Manifesto author, Chris Carfi pointed me at Christopher Allen's blog on the concept of Progressive Trust,
http://www.lifewithalacrity.com/2004/08/progressive_tru.html

Neat stuff. Now let's link Customer Experience Management with the concept of Progressive Trust and we'll really be talking!

Singapore National Service Excellence Initiative

Paul Greenberg is a trooper. For 6 days, we visited with people all over Singapore, talking about CRM and Service Excellence. He made an impression, generously sharing his expertise, and Singapore made an impression on him, see his January 30th blog at http://www.the56group.typepad.com/.

In fact, it was so hectic, I am only just back to my blog. I salute him for having written about it so quickly. I was celebrating Chinese New Year!

Singapore is taking very seriously how to smooth the transition to the Service Economy. The National initiative on Service Excellence is a great start. Read more about it at http://www.the56group.typepad.com/ Paul's January 30th 2006 entry. Yes, it was quite a trip!